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Showing 191 - 200 of 288 results for "Financial Advisory"

IOOF profits soar despite difficult times

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
... acquisitions. He said the firm was looking to expand in the next 12 months with potential acquisition targets being financial advisory firms, dealer groups, fund managers and platform providers. IOOF was the only really large independent wealth management ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
... planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial advisers to iPac South Australia, increasing staff numbers there ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
... platform manager Chris Weldon to head its platform products division as it moves to expand its presence in the financial advisory market. Weldon started work yesterday as the new head of platform products, bringing with him a decade of experience across ...

No alarms as Bell profits fall

MATT WOODINGTON  |  THURSDAY, 21 JUL 2011
... $6.3 million for the six months to June 30 2011, down $8.4 million on the previous year. The stockbroking and financial advisory firm's revenue from daily stockmarket execution fell from $55 million to $51 million for the same period, "consistent with ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
... accountants, financial planners and SMSF trustees. In February, Class Super agreed a deal to integrate with financial advisory software provider AdviserLogic.

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
... Bank, officially launched in April, has taken a strategic move to position itself to support the independent financial advisory market. Bendigo Wealth, which brings together the group's cash, investment, margin lending and managed fund businesses into ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... "avoid" following the loss of sustainable funds head Michael Anderson. AMP-AXA this week also lost high-profile financial advisory group Haywood Financial Management and Partners to MLC, owned by the National Australia Bank. Neither AMP Capital Investors ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...